Founders Financial Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Founders Financial Securities’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,223	Closed	-$372K	–	543
2025 Q4	$372K	Buy	+4,223	New	+$369K	0.02%	438
2025 Q3	–	Sell	-3,758	Closed	-$309K	–	495
2025 Q2	$309K	Buy	3,758 +154	+4%	+$12K	0.02%	409
2025 Q1	$275K	Buy	+3,604	New	+$288K	0.02%	400
2024 Q3	–	Sell	-3,618	Closed	-$263K	–	441
2024 Q2	$263K	Buy	+3,618	New	+$257K	0.02%	370

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Founders Financial Securities's DLN Position: Q1 2026 in Review

Founders Financial Securities sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2026, closing a stake of 4,223 shares — an estimated $372K sold.

Founders Financial Securities first reported a position in DLN in Q2 2024 and held it in 4 quarters. The position peaked at $372K in Q4 2025. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Founders Financial Securities reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 4,223 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $372K.
Founders Financial Securities first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and held it in 4 quarters.
Founders Financial Securities's WisdomTree US LargeCap Dividend Fund position peaked at $372K in Q4 2025.
468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.